WIM
DXYZ

WealthPlan Investment Management’s Destiny Tech100 DXYZ Stock Holding History

WealthPlan Investment Management’s Portfolio DXYZ Stock Details DXYZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-8,210
Closed -$313K – 367
2025
Q2 		$313K Buy
8,210
+18
+0.2% +$683 0.02% 285
2025
Q1 		$290K Hold
8,192
– – 0.03% 226
2024
Q4 		$482K Buy
+8,192
New +$280K 0.05% 175

Other funds holding DXYZ

Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GWMR
GC Wealth Management RIA Cambridge, Massachusetts $1.73B AUM 16.14% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

WealthPlan Investment Management's DXYZ Position: Q3 2025 in Review

WealthPlan Investment Management sold out of Destiny Tech100 (DXYZ) in Q3 2025, closing a stake of 8,210 shares — an estimated $313K sold.

WealthPlan Investment Management first reported a position in DXYZ in Q4 2024 and held it in 3 quarters. The position peaked at $482K in Q4 2024. 40 funds tracked by Wall St. Rank hold DXYZ as of Q3 2025.

  • WealthPlan Investment Management reported no remaining Destiny Tech100 position as of Q3 2025 after selling out during the quarter.
  • WealthPlan Investment Management sold 8,210 Destiny Tech100 shares in Q3 2025, an estimated $313K.
  • WealthPlan Investment Management first reported a position in Destiny Tech100 in Q4 2024 and held it in 3 quarters.
  • WealthPlan Investment Management's Destiny Tech100 position peaked at $482K in Q4 2024.
  • 40 funds tracked by Wall St. Rank held Destiny Tech100 as of Q3 2025.

Based on WealthPlan Investment Management's 13F filing for Q3 2025, filed 27 Oct 2025.